Financial Paraplanner - Horsham, West Sussex, United Kingdom - Reed

Description

Reed Specialist Recruitment are proud to be representing one of the UK's leading Financial Advice networks, who are looking for a new Paraplanner to join their team and work remotely.

To take responsibility for own performance and to identify development areas.

To provide advisers with evidence of research using the company's chosen software and via any other relevant sources of information i.e.

fund information, pension comparison, exchange comparison.

Obtain personal illustrations, key features document, application forms and any other relevant information to aid the sign up of business.

Health, Tax etc.
When required assists Network members with technical and product queries in a timely manner.
Good keyboard skills and practical experience with Word, Excel and Database applications.
Knowledge of research software, including Capita Fusion, O&M, Financial Express Analytics.
Experience of Intelligent Office CRM is desirable.
Up to date knowledge of financial services providers and products.
however, even more importantly is the willingness to adopt a flexible approach to the work undertaken.
Carry out duties and responsibilities in compliance with health and safety policies and statutory regulations.
Desire to undertake training and progress personal development.